See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,250 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC Service code 49 · EIN 27-2037969 | Other Services | $11,340 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,087 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,049 | $55,002+91.0% | $59,878+75.4% | $56,287+86.6% |
| Participation rate | 87.8% | 75.9%+11.9pp | 74.7%+13.1pp | 69.9%+18.0pp |
| Annual return | 9.67% | 1.13%+8.5pp | 3.46%+6.2pp | -9.96%+19.6pp |
| Employer contribution / active EE | $3,121 | $2,448+27.5% | $2,722+14.7% | $2,111+47.8% |
| Participant deferral / active EE | $4,908 | $3,121+57.2% | $3,402+44.3% | $3,350+46.5% |
| Admin fee / account holder | $264 | $236+11.8% | $3,590-92.7% | $521-49.4% |